Strategy

Investment Objective

The fund seeks to provide long-term capital growth by investing primarily in the common stocks of growth companies.
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© 2022 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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Number of years managing the fund.  In the case of co-portfolio management, the longer tenure is displayed.

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Figure applies to all share classes.

London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2021.  All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.

Effective 1 March 2021, the benchmark for the All-Cap Opportunities Fund changed to the Russell 3000 Index. Prior to this change, the benchmark was the Russell 1000 Growth Index.

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